Back to reality, trading is tight because Delfin and their insiders own 97% of TGLO, the remaining few million shares are locked. Delfin has off take contracts and a very very large independent oil producer named Devon who just closed a 1.8B dollar deal in the Eagle Ford Basin. This purchase was made by Devon to export lng via their partnership with Delfin.
Delfin is the infrastructure! so if the admin is all for getting US LNG to Europe they are all in behind the infrastructure to make that happen ie: zero concerns about routine FERC extension but yeah will take till at least 2026 for significant LNG volumes to be flowing for all the infrastructure on both ends reasons
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